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Gainplan’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Gainplan’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,031
Closed -$296K – 75
2024
Q3 		$296K Hold
2,031
– – 0.14% 41
2024
Q2 		$296K Buy
2,031
+649
+47% +$93.1K 0.14% 39
2024
Q1 		$204K Sell
1,382
-368
-21% -$52.8K 0.1% 59
2023
Q4 		$239K Sell
1,750
-1,134
-39% -$148K 0.13% 40
2023
Q3 		$371K Buy
2,884
+164
+6% +$21.8K 0.52% 28
2023
Q2 		$361K Buy
2,720
+920
+51% +$121K 0.2% 30
2023
Q1 		$233K Sell
1,800
-559
-24% -$73K 0.15% 33
2022
Q4 		$320K Buy
2,359
+361
+18% +$47.8K 0.77% 27
2022
Q3 		$242K Buy
+1,998
New +$257K 0.25% 23
2022
Q2 		– Sell
-1,783
Closed -$244K – 57
2022
Q1 		$244K Sell
1,783
-132
-7% -$17.5K 0.19% 40
2021
Q4 		$270K Sell
1,915
-665
-26% -$88.3K 0.12% 48
2021
Q3 		$327K Sell
2,580
-1,110
-30% -$147K 0.14% 37
2021
Q2 		$469K Buy
3,690
+1,227
+50% +$150K 0.18% 43
2021
Q1 		$276K Buy
+2,463
New +$284K 0.12% 62

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gainplan's XLV Position: Q4 2024 in Review

Gainplan sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2024, closing a stake of 2,031 shares — an estimated $296K sold.

Gainplan first reported a position in XLV in Q1 2021 and held it in 14 quarters. The position peaked at $469K in Q2 2021. 1,765 funds tracked by Wall St. Rank hold XLV as of Q4 2024.

  • Gainplan reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Gainplan sold 2,031 State Street Health Care Select Sector SPDR ETF shares in Q4 2024, an estimated $296K.
  • Gainplan first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2021 and held it in 14 quarters.
  • Gainplan's State Street Health Care Select Sector SPDR ETF position peaked at $469K in Q2 2021.
  • 1,765 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2024.

Based on Gainplan's 13F filing for Q4 2024, filed 14 Jan 2025.